Key facts
- This page summarizes Christopher Caridi's Form 4 filing for JOHN WILEY & SONS, INC. (WLY).
- 5 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 02 Jul 2024, 12:21.
Christopher Caridi - 01 Jul 2024 Form 4 Insider Report for JOHN WILEY & SONS, INC. (WLY)
- Reporting relationship
- SVP, Corporate Controller
- Issuer ticker
- WLY
- Reported as of
- 01 Jul 2024
- Net transaction value
- -$37,923
- SEC form
- 4
- Accepted by SEC
- 02 Jul 2024, 12:21:47 UTC
- Prior SEC filing
- 27 Jun 2024
- Next SEC filing
- 02 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Marjorie Pierre-Merritt, Attorney-In-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Christopher Caridi filed Form 4 for JOHN WILEY & SONS, INC. (WLY) on 02 Jul 2024.
Change
- Previous filing in this sequence was filed on 27 Jun 2024.
- Current net transaction value: -$37,923.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
WLY, WLYB
transaction
Class A Common
Options Exercise
- Transaction value
- $0
- Shares
- +904
- Change %
- +10%
- Price
- $0.000000
- Shares after
- 9,749
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
WLY, WLYB
transaction
Class A Common
Options Exercise
- Transaction value
- $0
- Shares
- +1,677
- Change %
- +17%
- Price
- $0.000000
- Shares after
- 11,426
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
WLY, WLYB
transaction
Class A Common
Tax liability
- Transaction value
- $37,923
- Shares
- -932
- Change %
- -8.2%
- Price
- $40.69
- Shares after
- 10,494
- Date
- 01 Jul 2024
- Ownership
- Direct
- Footnotes
- F1, F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
WLY, WLYB
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -904
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 2,715
- Date
- 01 Jul 2024
- Ownership
- Direct
- Underlying class
- Class A Common
- Underlying amount
- 904
- Exercise price
- Footnotes
- F1, F3, F4
WLY, WLYB
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -1,677
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 01 Jul 2024
- Ownership
- Direct
- Underlying class
- Class A Common
- Underlying amount
- 1,677
- Exercise price
- Footnotes
- F1, F3, F5, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote F1
Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024.
Footnote F2
Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
Footnote F3
1-for-1
Footnote F4
On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.
Footnote F5
Represents 1,677 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested.
Footnote F6
As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested.